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iShares Core S&P Small-Cap ETF

1,943 hedge funds and large institutions have $42.7B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 932 increasing their positions, 664 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-33
Holders Change %
-1.67%
% of All Funds
33.6%
Holding in Top 10
333
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.22%
% of All Funds
5.76%
New
111
Increased
932
Reduced
664
Closed
116
Calls
$23M
Puts
$17.8M
Net Calls
+$5.13M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
526
Benjamin F. Edwards & Company
Missouri
$6.69M +$542K +6,220 +9%
RC
527
RegentAtlantic Capital
New Jersey
$6.64M -$60.9M -698,357 -90%
CASB
528
Cape Ann Savings Bank
Massachusetts
$6.62M +$101K +1,157 +2%
PWA
529
Physician Wealth Advisors
Utah
$6.62M -$446K -4,841 -6%
MPW
530
MGO Private Wealth
California
$6.61M +$6.61M +75,853 New
PPW
531
PACK Private Wealth
Minnesota
$6.61M +$141K +1,614 +2%
SIA
532
Soltis Investment Advisors
Utah
$6.56M +$136K +1,559 +2%
EIA
533
Edgemoor Investment Advisors
Maryland
$6.54M +$292K +3,353 +5%
FA
534
FDx Advisors
Illinois
$6.54M +$461K +5,289 +8%
NF
535
Nikulski Financial
Iowa
$6.53M +$142K +1,631 +2%
RIA
536
Richwood Investment Advisors
Ohio
$6.52M -$59.8K -686 -0.9%
RPC
537
Rossmore Private Capital
Connecticut
$6.5M +$872K +10,006 +15%
FWM
538
Focused Wealth Management
New York
$6.46M +$1.73M +19,789 +36%
EPP
539
ETF Portfolio Partners
Kansas
$6.46M +$326K +3,742 +5%
RAM
540
Riggs Asset Management
Pennsylvania
$6.44M +$6.44M +73,878 New
ATC
541
Argent Trust Co
Tennessee
$6.42M +$60.6K +695 +1%
CA
542
Cornerstone Advisory
Maryland
$6.41M +$785K +9,000 +14%
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$6.4M +$420K +4,819 +7%
SCM
544
Stonehearth Capital Management
Massachusetts
$6.37M +$48.7K +559 +0.8%
CWC
545
Carolinas Wealth Consulting
North Carolina
$6.36M +$581K +6,668 +10%
PWAG
546
Polaris Wealth Advisory Group
California
$6.36M -$232K -2,597 -4%
BRM
547
Boston Research & Management
Massachusetts
$6.31M +$17.2K +197 +0.3%
GLA
548
Good Life Advisors
Pennsylvania
$6.3M -$51.3K -588 -0.8%
EIP
549
Ellis Investment Partners
Pennsylvania
$6.27M +$227K +2,603 +4%
CF
550
Cantor Fitzgerald
New York
$6.26M -$469K -5,383 -7%